AMcards.com + Follow Up Boss

Update stages in Follow Up Boss and send cards in AMcards.com automatically

Easily maintain strong customer relations with this seamless integration. When an individual's stage gets updated in the Follow Up Boss app, a personalized card is immediately set up to be sent through AMcards.com. This automated workflow seamlessly bridges your CRM updates with your customer communication process, ensuring a timely response which fosters close relationships with your contacts.

When this happens...
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Send a Card
Creates a new card.
ActionWrite

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Supported triggers and actions

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Third Party Contact IDRequired
Action
Write
- Quicksend TemplateRequired
- Message
- Send Date
- InitiatorRequired
- To: First NameRequired
- To: Last NameRequired
- To: Organization
- To: Address Line 1Required
- To: Address Line 2
- To: CityRequired
- To: State/Province/RegionRequired
- To: Postal/Zip CodeRequired
- To: Country
- FROM: First NameRequired
- FROM: Last NameRequired
- FROM: Address Line 1Required
- FROM: Address Line 2
- FROM: CityRequired
- FROM: State/Province/RegionRequired
- FROM: Postal/Zip CodeRequired
- FROM: Country
- Third Party Contact ID
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
- CampaignRequired
- TO: Salutation
- TO: First NameRequired
- TO: Last NameRequired
- TO: Organization
- TO: Address Line 1Required
- TO: Address Line 2
- TO: CityRequired
- TO: StateRequired
- TO: Postal CodeRequired
- TO: Country
- TO: Birth Date
- TO: Phone Number
- TO: Anniversary Date
- Send Date
- InitiatorRequired
- FROM: First Name
- FROM: Last Name
- FROM: Address Line 1
- FROM: Address Line 2
- FROM: City
- FROM: State
- FROM: Postal Code
- FROM: Country
- Third Party Contact ID
Action
Write

About AMcards.com

Send real personalized greeting cards and gifts in seconds.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Schedule Amcards drip campaigns for new Follow Up Boss tags

Automatically send cards in AMcards.com when tags are added to contacts in Follow Up Boss

AMcards.com + Follow Up Boss

Update stages in Follow Up Boss and send cards in AMcards.com automatically

Supported triggers and actions

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Cancel Editable Cards by Contact

Send a Card

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

Schedule a Drip Campaign

About AMcards.com

Related categories

Similar apps

Zapier Interfaces

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates